Customizing Your Tables
This article covers the customizations that you can make to results tables in the CSUF Data Warehouse.
You can use the drop-down menus found above the table to change which columns appear in the results table. Often this allows you to add/remove chartfields from the table, but some reports offer additional or different columns.
The order of the columns is also the sort order; changing which columns appear and in what order they appear will also affect the sort order.
1. Click on a drop-down menu and make a selection.
2. The report will re-run as soon as you make a selection. You can continue to make changes to the columns.
3. For some reports, you will be able to make multiple column selections and then click OK to re-run the report.
You can choose to exclude specific columns from the table for a report, but you can always choose to include them again as needed.
1. Right-click (or Command + Click) on the column you want to exclude. Then choose Exclude Column.
- Right-click (or Command + Click on a Mac) on the column you want to exclude.
- Then choose Exclude column.
2. The report may re-run. The column is now excluded.
3. To include a column, right click (or Command + Click) the column to the left of where you want to place the column. Then choose Include column and select the column you want to include.
- Right-click (or Command + Click on a Mac) on the column to the left of where you want to include the column.
- Choose Include column and then select the column you want to include.
4. The column is now included.
If the column isn't where you want it to be, you can move the column.
1. For a simple ascending/descending sort, you can click on the up or down arrows in the column header.
2. For more sort options, right-click (or Command + Click) on a column and select Sort Column. Then select the sort type.
Adding sorts (Add Ascending Sort/Add Descending Sort) allows you to have multiple layers of sorting for the table.
- Right-click (or Command + Click on a Mac) on the column you want to sort.
- Choose Sort Column and then select the type of sort:
- Sort Ascending
- Sort Descending
- Add Ascending Sort
- Add Descending Sort
2.1. The report may re-run. Then you will see the report sorted in the way you selected.
3. To clear all sorting, right-click (or Command + Click) on any column, select Sort Column, and then select Clear All Sorts in View.
- Right-click (or Command + Click on a Mac) on any column in the table.
- Select Sort Column.
- Then select Clear All Sorts in View.
You can drag and drop columns to move them to the left or right.
You can also right-click (or Command + click) on a column, select Move Column, and then select Left or Right.
- Right-click (or Command + click on a Mac) on the column you want to move.
- Select Move Column.
- Select either Left or Right to move the column.
Moving Columns to Prompts
Moving a column to Prompts turns the selected column into a drop-down menu. When you make a selection from the drop-down menu, the table displays the results associated with that selection.
Not all columns will work well as prompts, so you may need to move columns or filter results to get the prompts to display properly.
1. Right-click (or Command + click) on a column. Select Move Column. Then select To Prompts.
- Right-click (or Command + click on a Mac) on the column you want to move.
- Select Move Column.
- Select To Prompts.
2. Make a selection from the drop-down menu to change the results that appear in the table.
- Select a value from the drop-down menu of prompts above the table.
- The table results will update as you make different selections.
View the Moving Columns to Columns information below to remove the prompt drop-down menu.
Moving Columns to Sections
Moving a column to Sections creates separate sections for each value of the column that you have moved to sections.
1. Right-click (or Command + click) on a column. Select Move Column. Then select To Sections.
- Right-click (or Command + click on a Mac) on the column you want to move.
- Select Move Column.
- Select To Sections.
2. You will see the selected column's values appear above a table displaying the associated information for that value. A gap will appear in between each results table.
For example, the image above shows the Account code is the column moved to sections. Above each results table is each Account code; each results table shows budget information for each Account code.
- The values for the column you selected now appear above individual results tables.
- The individual results tables include the associated information for the each value.
View the Moving Columns to Columns information below to remove the prompt drop-down menu.
Moving Columns to Columns
This option is only available if you move a column to Prompts or Sections. Use this option to return a column to the results table.
1. Right-click (or Command + click) on the Prompt or Section column. Select Move Column. Then select To Columns.
- Right-click (or Command + click on a Mac) on the column that you moved to a Prompt or a Section.
- Select Move Column.
- Select To Columns.
2. The column will be moved to the far left of the results table; you can drag the column back to its original location if you wish.
Saving Your Customizations
View the article on Saving Your Customizations & Filters to find out more about saving your customizations for future use.
Need More Help?
For technical assistance with the Data Warehouse, please contact the IT Help Desk at [email protected] or 657-278-7777.
For questions about getting access to the Data Warehouse or how to use the reports, please contact IT Training at [email protected] or 657-278-5647.